Alkeon: Big Tech Is Only Just Getting StartedRupert Hargreaves
The ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking.
According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced view of the market, with attractive relative equity valuations in some sections of the market. Still, they also emphasize a need . . .
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